WEALTHSPIRE ADVISORS, LLC – SPDR Nuveen Bloomberg Municipal Bond ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$8.18M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-4.08%
quarter
SPDR Nuveen Bloomberg Municipal Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +18.93% | 29.61K shares | 1.01M | $43.99 | 186.06K |
| Q2 2022 | share | Increase | +74.68% | 66.88K shares | 2.88M | $45.86 | 156.45K |
| Q1 2022 | share | Increase | +212.03% | 60.86K shares | 2.80M | $47.88 | 89.57K |
| Q4 2021 | share | Decrease | -1.29% | -374 shares | -15K | $51.76 | 28.70K |
| Q3 2021 | share | Decrease | -7.45% | -2.34K shares | -137K | $51.36 | 29.08K |
| Q2 2021 | share | Decrease | -11.27% | -3.98K shares | -192K | $51.68 | 31.42K |
| Q1 2021 | share | Increase | +10.23% | 3.28K shares | 143K | $51.01 | 35.40K |
| Q4 2020 | share | Increase | 0.00% | 32.12K shares | 1.68M | $51.67 | 32.12K |
| Q3 2020 | share | Increase | +1.83% | 617 shares | 41K | $50.8 | 34.37K |
| Q2 2020 | share | Decrease | -10.02% | -3.76K shares | -132K | $50.29 | 33.76K |
| Q1 2020 | share | Increase | 0.00% | 37.52K shares | 1.87M | $48.43 | 37.52K |
| Q1 2019 | share | Decrease | -100.00% | -574 shares | -28K | $46.73 | 0 |
| Q4 2018 | share | Increase | 0.00% | 574 shares | 28K | $45.45 | 574 |